Browsing Tag
Individual Retirement Accounts (IRA)
165 posts
Oregon Settles Lawsuit with State Retirement Plan Challenger
It was a lawsuit unlike many others. Last October, the ERISA Industry Committee sued Oregon—or more specifically the Oregon…
More Like 4-0-None (K): Less Than Half of Workers Contribute
Across the board, Americans could be doing better when it comes to saving for retirement. Much better, actually.…
Are ‘Record’ 401k Balances Awesome or Unsettling?
“Another record high” typically sends shivers to our spine, especially when it involves market performance, but Fidelity Investments is…
What Happened With IRA Balances, Contributions, Allocations and Withdrawals?
The Employee Benefit Research Institute is out with its latest measure of IRA account balances, contributions, withdrawals and…
401k Rollovers Roll On, Despite Fiduciary Rule
It appears the fiduciary rule hasn’t dampened 401k-to-IRA rollovers as much as once thought. In mid-2017, over half…
Hatch Proposes ‘Mini-Rothification’ for 401ks, IRAs
It’s not over—not by a longshot. Sen. Orrin Hatch, R-Utah, will propose eliminating the current pretax 401k catch-up…
Two 401(k) Giants Join for SIMPLE Retirement Solution
‘Tis the season for teaming up (apparently). Fresh on the heels of a budding fiduciary friendship between Pensionmark and Pension…
401(k) Balances Skyrocket, Hit New Highs
Retirement account balances reached all-time highs for the fourth consecutive quarter. Helped by strong stock market performance, the…
IRS Releases 401k, IRA Contribution Limits For 2018
The 401k industry might be worried about potential contribution limit cuts in the tax reform package, but it hasn’t happened…
401(k) Assets Hit New High (Again)
Another record high. Investment Company Institute reports that total U.S. retirement assets were $26.6 trillion as of June…